Private Equity Senior Financial Analyst jobs in United States
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CBRE · 2 days ago

Private Equity Senior Financial Analyst

positionAtlanta, GA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date1+ years exp

CBRE is the world's largest commercial real estate services and investment firm, headquartered in Dallas. The Private Equity Senior Financial Analyst will assist in managing a national equity multifamily portfolio, collaborating with various stakeholders to optimize financial performance and prepare business plans and reports.

CommercialFinancial ServicesProperty DevelopmentReal Estate
badNo H1Bnote

Responsibilities

Provide direct support to Asset Managers to assist in executing optimal performance for an assigned portfolio of multifamily properties to maximize investor returns
Prepare well-developed and accretive business plans, investment strategies, and proforma projections for each investment to enhance long term value
Prepare various weekly, monthly, and quarterly reports for the portfolio and present results directly to the client
Analyze and report on property performance by evaluating risks on P&L statements, development budgets, and loan covenant hurdles
Loan compliance and hedging risk based on property’s performance
Site Visits/ Travel – 20%
Special projects as needed

Qualification

Financial analysisMicrosoft ExcelPrivate equity managementWritten communicationVerbal communication

Required

Skilled at calculating sophisticated financial figures and analysis
Excellent written and verbal communication skills
Proficient in Microsoft Suite Products including Word, Excel, Power Point and Outlook
Bachelor's degree with 1-3 years of relevant work experience

Preferred

Advanced skill in Excel strongly preferred
Knowledge of private equity multifamily asset management strongly preferred

Company

CBRE

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Operating across every dimension of commercial real estate, CBRE sees more so you can do more.
dateFounded in 1906
location
Dallas, Texas, USA
people-size10001+ employees
web-link
https://www.cbre.com

Funding

Current Stage
Public Company
Total Funding
$3.8B
Key Investors
Athene Capital
2025-11-05Post Ipo Debt· $750M
2025-04-29Post Ipo Debt· $1.1B
2024-02-20Post Ipo Debt· $500M

Leadership Team

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Adam Gallistel
Co-CEO and CIO
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Andrew Glanzman
Chief Executive Officer of CBRE’s Real Estate Investments
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Recent News

The Real Deal
Movers: CRE scions move up at Bradford
2026-01-07
Morningstar.com
CBRE Announces Promotions in Advisory and Real Estate Investments Business Segments and Trammell Crow Company Business Line
2025-12-16
Business Standard India
RBI MPC cuts repo rate by 25 bps to 5.25%, projects FY26 growth at 7.3%
2025-12-05
Company data provided by crunchbase